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Posts by KPOM

  x2. We'll know better when we see the October sales data. September sales included some channel refill. Not so much for the 5s, which sold out, but definitely for the 5c. My guess (and it's a guess) is that the iPhone 5c is selling about as well as the 4s did last year (and the 5 might have had Apple kept it around instead of introducing the 5c), but that Apple wanted and/or expected more. All the advertising is for the 5c. Apple knew the 5s would sell itself. But the 5c...
We'll find out in a month as Island Hermit points out, when we see where the 5c ranks at each of the carriers. It seems very unusual that this new, heavily marketed device is already being discounted while lots of people who ordered the iPhone 5s haven't even received it yet. I'm an AAPL shareholder. I want them to sell lots of the 5c. It just doesn't seem that it is selling as well as the 5s right now. Launch day is one thing (of course the 5c wouldn't be the phone that...
It looks more and more like Apple just overestimated demand at the $99 price point.   http://www.macrumors.com/2013/10/04/walmart-drops-iphone-5c-pricing-to-45-on-contract-through-the-holidays/
 They dropped the price of the original iPhone after 74 days. They also dropped the price of the 13" rMBP after 4 months. While I'm sure they will adjust their production numbers if the 5s is outselling the 5c (or outperforming its budget while the 5c underperforms), there's probably a limit to the number of 5s they can make. They'll want to sell the 5cs that they have. If it means the 5c is now "$49" instead of "$99" that may be a trade-off Apple is willing to make.
 It's not being marketed as a "previous generation phone," though. It's sort of like the Moto X. Google isn't calling it "last year's technology" even though it is. Both are devices marketed as new to people who don't need or care about the latest technology but want a "new" phone. It's entirely possible that over time, the 5c and its successors become the volume sellers. Most of Samsung's volume is at the low end, though virtually all their profits are from the Galaxy...
 At $550 unsubsidized, I doubt people will buy 2 or 3. At $450, I could see it as a second phone.
 Because Virgin Mobile is just Sprint's prepaid brand and they do gimmicks like that all the time. They are wholly owned by Sprint, but lack access to their roaming agreements. So it's just like being on Sprint, only worse.
 It depends on what Apple's goal is with the 5c. If it's just a way to sell "last year's phone" in an easier to manufacture, and cheaper way, then it succeeded. However, they did add the new Qualcomm chip expanding global LTE capabilities, and they are pushing it heavily through marketing, and so it's also entirely possible that they were looking to expand the market in and outside the US. If so, then it remains to be seen whether that will happen. As for the carriers...
True, but the carriers are pushing shared plans right now. A lot more people might be tempted to add a line.
 What stats? Apple hasn't and likely won't release a product split. Most of the activation data that's been posted suggests extremely high demand for the 5s. Plus, the 5c is being discounted already at places like Best Buy, which has precedent. In January, Best Buy ran a $200 promotion on the rMBP. A month later, Apple came out with a minor refresh and slashed the price. This could be Apple doing the same thing. The 5s will sell itself because it's the latest and greatest....
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